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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,899 | $138,102+107.0% | $125,381+128.0% | $134,532+112.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.37% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $25,498 | $5,245+386.1% | $4,815+429.5% | $4,741+437.8% |
| Participant deferral / active EE | $18,046 | $7,801+131.3% | $7,448+142.3% | $6,401+181.9% |
| Admin fee / account holder | $7,721 | $11,568-33.3% | $10,007-22.8% | $11,429-32.4% |